Published December 19, 2025

The Wealth Series: A Simple Path to Financial Clarity

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Written by Carol Cruz

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The Wealth Series: A Simple Path to Financial Clarity

I’d like to invite you to something that truly changed my life — The Wealth Series, a simple financial fine-tuning course offered at no cost to my clients.

With inflation at historic highs and affordability declining, many people feel uncertain about their finances, regardless of income level. I was no different. When I honestly assessed my financial confidence, I rated it at a 4 out of 10. I knew that with the right structure and accountability, even a few focused minutes each week could make a meaningful difference.

What You’ll Gain

Clients who complete The Wealth Series consistently walk away with:

  • A faster, clearer strategy to pay off debt

  • A solid understanding of good vs. bad debt

  • Practical insight into investing, stocks, and retirement planning

  • A simple system for tracking net worth and long-term progress

How It Works

Each week, you’ll receive one short episode and one easy-to-follow workbook. You can move through the material at your own pace and apply what fits your life and goals.

If you’re ready to gain clarity, confidence, and control over your financial future, I’d love to share this with you.
Reach out to me for more information.

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